Specialist, Client Processing Representative
About The Position
We’re seeking a future team member for the role of Specialist, Client Processing Representative to join our Conventional Trust Client Platform team. This role is located in Pittsburgh. In this role, you’ll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues Process account related transactions per scheduled events/client authenticated direction Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required
- Applicable local/regional licenses or certifications as required by the business
Nice To Haves
- 0-3 years of total work experience is preferred
- Experience in brokerage processing is preferred
Responsibilities
- Perform routine and non-routine client service and transactional support functions
- Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
- Process account related transactions per scheduled events/client authenticated direction
- Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- generous paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
